SageView Advisory Group’s Walt Disney DIS Stock Holding History

SageView Advisory Group’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.27M	Sell	19,923 -3,954	-17%	-$435K	0.08%	138
2025 Q3	$2.73M	Buy	23,877 +338	+1%	+$39.8K	0.09%	132
2025 Q2	$2.83M	Sell	23,539 -8,347	-26%	-$867K	0.11%	110
2025 Q1	$3.15M	Buy	31,886 +4	+0%	+$430	0.13%	86
2024 Q4	$3.55M	Buy	31,882 +4,910	+18%	+$516K	0.15%	78
2024 Q3	$2.59M	Sell	26,972 -3,423	-11%	-$315K	0.13%	94
2024 Q2	$3.02M	Buy	30,395 +2,223	+8%	+$239K	0.14%	92
2024 Q1	$3.45M	Sell	28,172 -2,300	-8%	-$240K	0.17%	73
2023 Q4	$2.95M	Sell	30,472 -3,278	-10%	-$289K	0.13%	102
2023 Q3	$2.74M	Buy	33,750 +6,960	+26%	+$594K	0.16%	85
2023 Q2	$2.39M	Buy	26,790 +3,052	+13%	+$289K	0.13%	102
2023 Q1	$2.38M	Buy	23,738 +10,519	+80%	+$1.06M	0.15%	100
2022 Q4	$1.15M	Buy	+13,219	New	+$1.26M	0.09%	140

Other funds holding DIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SageView Advisory Group's DIS Position: Q4 2025 in Review

SageView Advisory Group reduced its Walt Disney (DIS) stake by 17% in Q4 2025, selling an estimated $435K and leaving 19,923 shares worth $2.27M. The position accounts for 0.08% of the portfolio, ranked #138.

SageView Advisory Group first reported a position in DIS in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.55M in Q4 2024. 3,172 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

SageView Advisory Group held 19,923 shares of Walt Disney worth $2.27M as of Q4 2025.
SageView Advisory Group sold 3,954 Walt Disney shares in Q4 2025, an estimated $435K.
Walt Disney made up 0.08% of SageView Advisory Group's portfolio in Q4 2025, its #138 holding.
SageView Advisory Group first reported a position in Walt Disney in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Walt Disney position peaked at $3.55M in Q4 2024.
3,172 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.